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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,504 | $97,125-88.2% | $86,233-86.7% | $137,256-91.6% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.0%-5.4pp | 80.0%-16.3pp |
| Annual return | 21.54% | 74.19%-52.6pp | 61.39%-39.8pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,211 | $2,841-57.4% | $2,504-51.6% | $4,156-70.9% |
| Participant deferral / active EE | $2,087 | $5,180-59.7% | $4,559-54.2% | $6,407-67.4% |
| Admin fee / account holder | $244 | $9,725-97.5% | $8,342-97.1% | $12,270-98.0% |